How to Setup QuickBooks Workforce in QuickBooks Desktop!



Do you know what Quickbooks workforce is? How can I set up a Workforce in Quickbooks? How does Quickbooks Workforce function? Is there a charge for installation? Is Quickbooks Workforce protected?


These are the common questions that all QuickBooks users have concerning QuickBooks Workforce. Are you one of them? If this is the case, there is no need to be concerned. We created this helpful article to assist you. Here you will learn everything there is to know about QuickBooks Workforce.


However, if you encounter any difficulties during the setup procedure and require technical assistance, please contact our QB technological professionals at +1(844)405-0907! Our devoted team of professionals is available around the clock to assist you with the complete procedure in the best way possible. Before we begin the setup procedure, let's learn more about QuickBooks Workforce.


What is the Basic idea of QuickBooks Workforce?


QuickBooks Workforce is the most extensively used online portal tool in QuickBooks, and it facilitates communication between you and your employees by allowing them to access and check out payroll-related information at any time.

QuickBooks Workforce is a payroll solution that requires employees to enter their credentials in order to view and print their pay stubs and W-2 forms. Employees are also notified through email when their pay stubs are ready to view and print with the help of this payroll solution. However, after downloading QuickBooks Workforce, you may use the payroll option to pay employees' salaries, bonuses, and overtime.

Remember that QuickBooks Workforce is only compatible with QuickBooks 2009 or later. Set up QuickBooks Workforce in your QuickBooks software by installing the latest version.


How this QuickBooks Workforce functions?

Since QuickBooks is a web-based self-service portal, we already know that allowing employees to use it will give them secure access to their payment information. And with their QuickBooks login information, employees who use Intuit's payroll and accounting services may simply access QuickBooks Workforce.

On the other hand, because QuickBooks Workforce is connected with Intuit's desktop version of QuickBooks, employers can use it by simply activating the Payroll Cloud Services window in QuickBooks Desktop. Additionally, employees invited by businesses can add and update their personal information for signing up in all of the service's versions as well as gain access to QB Workforce in the QuickBooks Payroll service.
Payroll Cloud services QuickBooks workforce

Is there a cost for installing or signing up the QuickBooks Workforce?

There is no cost for installing or signing up for QuickBooks Workforce. Except that you should have an active subscription to QuickBooks. QB Workforce is a pre-install feature of QB Desktop and Online Payroll But to start this you just need to activate it. Only point to keep in mind is that you need a basic or enhanced version of QuickBooks Desktop and any version of QuickBooks Online accountant in order to activate it. 


How to Set up QuickBooks Workforce in QuickBooks Desktop!

You only need to utilise the link that was sent to you by your employee to set up your workforce account. Although creating an account in QB Workforce merely requires a few simple actions. Once completed, it enables you to create paychecks in QuickBooks automatically, and employees will start receiving notifications and being able to view their own pay information.

After logging in, QuickBooks users can immediately access the QB Workforce solution from their accounts, but it needs to be activated. But before you begin, make sure that QuickBooks Desktop is running at the most recent version and that your system has the most recent version of the pay roll feature. Otherwise, if you are still using an outdated version, you or a member of your staff can experience login issues or encounter errors when accepting your invitations.

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  • After updating QuickBooks Desktop Go for the Employees tab and choose Manage Pay roll Cloud services box.
Manage payroll cloud services
  • Now click on QuickBooks Workforce in order to activate it whereas on the other hand save and apply all the adjustments.
  • Then Go back to the home screen of QuickBooks Desktop.

Send invites to your employees For QuickBooks Workforce

You can then invite your colleagues to utilise QB Workforce from their accounts once it has been activated from your QuickBooks Desktop account. Visit the Manage Payroll Services cloud website to do this, where a list of your employees' names has already been preloaded. If your employees have already built their profiles or signed up for accounts, you may invite as many of them as you like. New pay stubs and W 2s are now accessible on QuickBooks Workforce once they accept your invitations. However, make sure to keep them informed and prompt them to provide any pertinent and necessary personal and financial data, such as W-2 forms and bank account details.

How to Set up QuickBooks Workforce in QuickBooks Online Payroll

Users of any version of QuickBooks Online Payroll can utilise and access QuickBooks Workforce. It is incredibly simple and only requires a few steps. These are what they are:

Addition of Employees to QuickBooks Workforce

Employees to QuickBooks Workforce

In order to add employees automatically, employers can select employees and their e-mail addresses in the Employees Section of the Payroll tab.

Set up the accounts of employees by E-mail

Notify your employees about invitation through QuickBooks Online Payroll center. Also reassure them to complete the form.  Now they can review their paystubs and W-2 s information in this way.

Use T sheets Time Tracking. [OPTIONAL]

This step is optional where only premium and elite users of QuickBooks Online can use this T sheets Time tracking feature. They can also invite their employees to use this feature.


Is QuickBooks Workforce Secure to Use?

The most critical issue most people have about QuickBooks Workforce is usually whether it is secure to use because you and your employees would be exchanging very private information. It is crucial to rely on its security as a result.
                                                 forgot my user ID or password
The use of QuickBooks Workforce is secure, just like all other QuickBooks programmes. Here, where each employee enters the system, both the employer and the employee must sign in and confirm their identities. Additionally, two-factor authentication must be completed by each employee in order to guarantee the security of their data.

Final Words!

In conclusion, because of its simplicity of use, QuickBooks Workforce will be a great choice in the future for both the company and the employees. Additionally, if they need it, they have fast access to their pay-related information. Payouts generated using QuickBooks Workforce are easier to use, more precise, timely, and paper-documented. And if you are still experiencing issues with this or have any questions, you can contact our QuickBooks experts by calling +1(844)241-1048. They will help you solve the issue as quickly as possible.

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